Ofs Wealth
For more than 30 years, OFS has helped athletes, celebrities, and high-net-worth individuals manage their wealth— from the signing of their first contract, through retirement and beyond. We pride ourselves on helping clients understand their finances so they can enjoy the lifestyle they have worked so hard to earn. We will partner with you to create a wealth management plan that includes: • Financial Planning & Budgeting • Taxes • Investment Services • Accounting & Cash Management • Insurance • Estate Planning & Legal • Financial Concierge Through all of these services, our objective is simple: to help clients achieve a lifetime of financial independence by working with them to maximize their savings and investments.
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Verified contacts
16
available on Kipplo
LinkedIn employees
4
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
2
tools in use
Monthly traffic
60
organic / mo
Sign up free to see all 16 verified contacts at Ofs Wealth
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- TA
Tim Alvarado
Tax Manager · Finance & Accounting
EmailPhone - GM
Geoffrey Marsh
Financial Advisor · Finance & Accounting
EmailPhone - JN
Jalynn Nelson
Tax Staff · Finance & Accounting
EmailPhone - BD
Brett Dimas
Financial Advisor · Finance & Accounting
EmailPhone - CL
Chris Low
Business Management Analyst · General Business & Management
EmailPhone - CA
Christopher Anest
Financial Advisor · Finance & Accounting
EmailPhone - DW
Derek Wooten
Relationship Management Associate · Sales & Business Development
EmailPhone - EL
Elizabeth Labue
Client Services Coordinator · Customer/Client Service
EmailPhone
Showing 8 of 16 verified contacts
Top roles at Ofs Wealth
9 distinct titles indexed · top 9 shown.
- 4financial advisor
- 2financial services trainee
- 2relationship management associate
- 2tax accountant
- 1business management analyst
- 1client services coordinator
- 1manager, business management
- 1tax manager
- 1tax staff
Sign up to unlock all 16 contacts at Ofs Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 16 verified contacts at Ofs Wealth
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